See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,297 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,105 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,096 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,141 | $96,484-46.0% | $156,263-66.6% | $74,304-29.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 10.35% | 17.73%-7.4pp | 59.47%-49.1pp | 29.43%-19.1pp |
| Employer contribution / active EE | $3,315 | $2,528+31.1% | $4,333-23.5% | $2,241+47.9% |
| Participant deferral / active EE | $2,996 | $4,286-30.1% | $6,158-51.4% | $3,767-20.5% |
| Admin fee / account holder | $255 | $3,728-93.2% | $14,255-98.2% | $2,969-91.4% |